2023 Form 5500 filing — 403(B) Thrift Plan For Goodwill Industries Of Kentucky, Inc.
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723151006NAL0011534849002) for 403(B) Thrift Plan For Goodwill Industries Of Kentucky, Inc., reported by Goodwill Industries Of Kentucky, Inc. under EIN 61-0475284 and plan number 001. It reports 3,049 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723151006NAL0011534849002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of Kentucky, Inc.
- EIN
- 61-0475284
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 3,049
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,427,469
- Net assets (EOY)
- $18,427,469
- Employer contributions
- $1,224,281
- Participant contributions
- $1,787,952
- Total income / additions
- $5,563,104
- Benefits paid
- $1,913,836
- Administrative expenses
- $59,621
- Total expenses
- $1,973,457
- Net increase / (decrease)
- $3,589,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $76,122 | $0 |
| Retirement Management Services LLC | CONTRACT ADMIN | $22,101 | $10,000 |